Turkey Trivia
November 21, 2015
What do estate planning and retirement have to do with Thanksgiving? Find out as Jim, Chris and Peter play Turky Trivia and ask listeners Thanksgiving related trivia questions. They then try to relate the answers to retirement and estate planning. They also answer a couple of questions from listeners regarding converting a 401(k) to a Roth IRA and dealing with a living trust after the...
Listen NowThings to Know About Powers of Attorney
November 14, 2015
Powers of Attorney can be tricky documents if you don’t get the wording just right. Jim, Chris and Peter discuss how best to set up a Power of Attorney in regards to issues like gifting, real estate and beneficiary designation changes. They also talk about the recent changes to Social Security and the file-and-suspend claiming strategy....
Listen NowDisappearing Social Security Claiming Strategies
November 7, 2015
Buried inside the Budget Bill that was passed by both the House and Senate, and signed into law by the President on Monday November 2nd, were provisions that change the rules regarding claiming your Social Security benefits. Jim and Chris discuss some of the Social Security claiming strategies that will be disappearing with the new Budget Bill. They also discuss how Social Security benefits are...
Listen NowSpooky Social Security Stories
October 31, 2015
Just in time for Halloween – spooky Social Security stories! The Budget Bill that was passed by Congres and anticipated to be signed into law by the President on November 2, 2015 has spooky implications for some Social Security claiming strategies. Jim, Chris and Peter discuss these impliactions and how they could affect you....
Listen NowFixed Annuities vs Bank CDs
October 24, 2015
Have you ever wondered what the differences are between fixed annuities and bank CDs? Well, then this show is for you. Jim, Chris and Peter discuss how flexible these two are, how they are taxed, what the penalties are for cashing a policy or a CD early, how suitable each of these are for certain situations, and how each of these transfer to heirs at the death of the owner....
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